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David Childs

@Spartan Planning & Wealth Management

Latest period2024 - Q4ReportedManaged Assets$109.475MTotal holdings71
Assets growth rate16.68%Assets growth rate (2-Q avg)13.32%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Spartan Planning & Wealth Management's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 71 positions.

Assets under management

The assets under management (AUM) of Spartan Planning & Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 109.475M in assets, with a quarterly growth rate of 16.68% and a 2-quarter average growth rate of 13.32%. The portfolio is managed by David Childs, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
USRTIshares Tr
Recent Activity
Decreased -40.84%
3.51%
$3.836M
66,928 shares@ $57.31 avg price
SPEMSpdr Index Shs Fds
Recent Activity
Decreased -18.63%
3.09%
$3.382M
88,149 shares@ $38.37 avg price
IVVIshares Tr
Recent Activity
Decreased -69.21%
2.55%
$2.782M
4,725 shares@ $588.68 avg price
GOVTIshares Tr
Recent Activity
Decreased -60%
2.47%
$2.699M
117,433 shares@ $22.98 avg price
SPDWSpdr Index Shs Fds
Recent Activity
Decreased -45.62%
1.75%
$1.911M
55,995 shares@ $34.13 avg price
TSLATesla Inc
Recent Activity
Decreased -4.16%
1.57%
$1.718M
4,254 shares@ $403.84 avg price
BWXSpdr Ser Tr
Recent Activity
Decreased -61.81%
0.84%
$919,321
42,979 shares@ $21.4 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -41.96%
0.53%
$574,368
744 shares@ $772.0 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -57.9%
0.46%
$496,155
1,712 shares@ $289.82 avg price
AXPAmerican Express Co
Recent Activity
Decreased -7.75%
0.29%
$314,004
1,058 shares@ $296.8 avg price